Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Lee is a financial professional with over 5 years of experience in the industry. Victor has a strong background in investment banking and has worked with firms such as William Blair, Piper Jaffray & Co., and Robert W. Baird & Co. Incorporated. Victor is currently registered with Oppenheimer & Co. Inc. and is licensed to provide financial advice in California and New York. Victor specializes in portfolio management for individuals and businesses and is dedicated to providing clients with personalized financial advice and strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/16/2023 - Present
Oppenheimer & Co. Inc. (SAN FRANCISCO CA)
CA
04/22/2021 - 04/12/2023
WILLIAM BLAIR (SAN FRANCISCO CA)
CA
05/20/2014 - 07/01/2016
PIPER JAFFRAY & CO. (SAN FRANCISCO CA)
IL
08/05/2013 - 05/12/2014
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
BC
Issued 05/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2017
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 01/20/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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